Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 61 - 70 of 131 results for "Wholesale clients"

New head of wholesale at Fidelity

KANIKA SOOD  |  WEDNESDAY, 5 FEB 2020
... already seeing a shift in the structure in the market and we recognise we will need to adapt to support our wholesale clients into 2020 and beyond," Devoy said. "Simon's significant experience in the Australian market will help us to navigate this changing ...

J.P. Morgan wins custody mandate

ELIZABETH MCARTHUR  |  THURSDAY, 16 JAN 2020
... business, Elevate and Fairvine commenced signing up new members during the quarter. A new Xplore MDA offer for wholesale clients also launched to some advice AFSLs. J.P Morgan secured a mandate extension for its custody services with Local Government ...

Franklin Templeton veteran readies two funds

KANIKA SOOD  |  MONDAY, 13 JAN 2020
... Franklin Templeton veteran is getting ready to pitch two new Aussie-domiciled funds to private wealth firms and wholesale clients down under. Bahamas-based Holowesko Partners is aiming to launch in the next two months local versions of its long/short ...

Sophistication: More than money

ELIZABETH MCARTHUR  |  TUESDAY, 7 JAN 2020
... a couple with a family home in Bondi worth $3.4 million whose stockbroker and financial adviser declare them wholesale clients. When the wife in this imaginary scenario comes into a $20,000 inheritance she tells the adviser that she has no clue about ...

Clime launches new income fund

KANIKA SOOD  |  TUESDAY, 3 DEC 2019
... had not set a minimum raise. "We haven't done this sort of product before, so it is hard to say. It is for wholesale clients only and we have had good response so far from our private wealth clients in investor road shows," Bristow said. Clime had ...

Global fixed income trust launched

ELIZA BAVIN  |  MONDAY, 2 DEC 2019
... asset classes and regions around the world," MFS said. The trust will be available to both institutional and wholesale clients in Australia and New Zealand.

FS Roundtable: Striking the perfect balance

KARREN VERGARA  |  THURSDAY, 14 NOV 2019
... investment consulting Stephen Cabot agrees that alternatives is a broad area. The European firm, which services wholesale clients locally and has a global investment committee based in Switzerland and Australia, has a 20% allocation to alternatives that ...

Platform hints at aggressive expansion

ELIZABETH MCARTHUR  |  FRIDAY, 1 NOV 2019
... research and development claim to AusIndustry had been denied. Wright said when Xplore acquired Linear it had wholesale clients and was developing software and technology to serve those clients. "As part of developing that they are putting in millions ...

Ironbark acquires firm, eyes instos

KARREN VERGARA  |  FRIDAY, 30 AUG 2019
... institutional market. The $20 billion Aussie asset management solutions provider, which currently focuses on wholesale clients, acquired 100% of Ambassador Funds Management Services. Ironbark chief executive and co-founder Chris Larsen told Financial ...

Netwealth FUA, adviser numbers rise

KARREN VERGARA  |  MONDAY, 19 AUG 2019
... Heine flagged that the firm is focused on expanding its whole-of-wealth solution to affluent, high-net-worth and wholesale clients. "While our superannuation products lead the market and have grown strongly, we have also experienced significant growth ...